2023-08-02
$AMD's “strong” Q where everything is down YoY ... except OpEx 😂 $120/share for 58 cents & its AI strategy is to undercut archrival $NVDA so it will be value destructive (semis=cutthroat industry). DataCenter? -11% PCs? -54% Gaming? -4% Auto? +16% (ofc) “growth” these days. [image]
CNBC
AMD reports Q2 revenue down 18% YoY to $5.36B, net income down 94% YoY to $27M, Client revenue down 54% YoY to $998M, and Data Center revenue down 11% to $1.3B
lower graphics rev, but semi-custom up. Mark Hachman / @markhachman : Just to be clear, since Wall St. seems to sometimes fixate on non-GAAP: analysts expected $0.57 EPS, and AMD's...
2023-07-20
If paid sharing was launched in May in 100 countries and rev is up in every region, why is overall revenue flat? Genuine Q $NFLX
Reuters
Netflix reports Q2 revenue up 2.7% YoY to $8.2B, vs. $8.3B est., net income up 3.3% YoY to $1.5B, 5.9M net new subs, and a Q3 forecast below est.; NFLX down 8%+
Lisa Richwine / Reuters :
2023-02-01
$INTC has a 5.2% div yield. CFO said “committed to maintaining a competitive dividend” which is meaningless phrasing. Going to guess they halve it to 73 cents annually (2.6%) and maintain that's “competitive” given: $AMD nil% $NVDA 0.08% $TXN 2.8% $MU 0.73% $TSM 1.9% https://twitter.com/...
Bloomberg
Intel cuts employee compensation to preserve cash for a turnaround plan, including 25% for CEO Pat Gelsinger, 15% for leadership, and 5% for mid-level managers
Intel Corp., struggling with a rapid drop in revenue and earnings, is cutting management pay across the company to cope …
2021-03-18
$3.5B market cap on $98M revenue and $3M profit?! That is INSANITY I am shorting some tomorrow $OLO https://twitter.com/...
Bloomberg
Olo, a provider of food-ordering software for restaurants, closed up 39% in its trading debut, after raising $450M in an IPO, valuing the company at $4.93B
its Shopify for restaurants Rob Lenihan / TheStreet : Olo Shares Skyrocket in Stock Market Debut Amelia Lucas / CNBC : Restaurant tech firm Olo shares soar 39% in IPO as online ord...
2021-03-17
$3.5B market cap on $98M revenue and $3M profit?! That is INSANITY I am shorting some tomorrow $OLO https://twitter.com/...
Bloomberg